Clients
Capital International serves 116 clients, 47 of them pension and profit-sharing plans. The average client has about $502 million with the firm.
- Investment companies8 clients19%
- Pooled investment vehicles26 clients18%
- Pension and profit-sharing plans47 clients24%
- State or municipal government entities15 clients7%
- Insurance companies5 clients6%
- OtherSovereign wealth funds and foreign official institutions, Corporations and other businesses, Charitable organizations, Other25%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 8 | $10,921,765,576 | 18.8% | $1.37B |
| Pooled investment vehicles | 26 | $10,579,068,942 | 18.2% | $406.9M |
| Pension and profit-sharing plans | 47 | $13,995,201,737 | 24.0% | $297.8M |
| Charitable organizations | 1 | $277,048,370 | 0.5% | $277.0M |
| State or municipal government entities | 15 | $4,237,406,548 | 7.3% | $282.5M |
| Insurance companies | 5 | $3,663,252,068 | 6.3% | $732.7M |
| Sovereign wealth funds and foreign official institutions | 5 | $5,438,418,846 | 9.3% | $1.09B |
| Corporations and other businesses | 6 | $9,084,004,686 | 15.6% | $1.51B |
| Other | 3 | $11,839,794 | 0.0% | $3.95M |
| Total | 116 | $58,208,006,567 | 100% | $501.8M |
- Clients
- 8
- Regulatory AUM
- $10,921,765,576
- Share
- 18.8%
- Avg. per client
- $1.37B
- Clients
- 26
- Regulatory AUM
- $10,579,068,942
- Share
- 18.2%
- Avg. per client
- $406.9M
- Clients
- 47
- Regulatory AUM
- $13,995,201,737
- Share
- 24.0%
- Avg. per client
- $297.8M
- Clients
- 1
- Regulatory AUM
- $277,048,370
- Share
- 0.5%
- Avg. per client
- $277.0M
- Clients
- 15
- Regulatory AUM
- $4,237,406,548
- Share
- 7.3%
- Avg. per client
- $282.5M
- Clients
- 5
- Regulatory AUM
- $3,663,252,068
- Share
- 6.3%
- Avg. per client
- $732.7M
- Clients
- 5
- Regulatory AUM
- $5,438,418,846
- Share
- 9.3%
- Avg. per client
- $1.09B
- Clients
- 6
- Regulatory AUM
- $9,084,004,686
- Share
- 15.6%
- Avg. per client
- $1.51B
- Clients
- 3
- Regulatory AUM
- $11,839,794
- Share
- 0.0%
- Avg. per client
- $3.95M
Total
- Clients
- 116
- Regulatory AUM
- $58,208,006,567
- Share
- 100%
- Avg. per client
- $501.8M
What it does
Capital International provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Capital International advises 2 private funds.
100.0% of assets ($58.21B across 116 accounts) are managed with discretion. 23% of clients are outside the U.S., and 2 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks45%
- Funds3%
- Bonds46%
- Investment grade corporate bonds33%
- U.S. government and agency bonds8%
- Sovereign bonds4%
- High-yield corporate bonds1%
- Cash3%
- Other3%
- Derivatives3%
Custodians
Capital International’s client accounts are held mainly at State Street Bank and Trust, with 18% of managed assets, and J.P. Morgan, with 14%. Capital International has custody of $412.8M for 3 clients.
- J.P. MorganJpmorgan Chase Bank, NA · New York, NY · $8.44B14%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $5.56B10%
- State Street Bank and TrustState Street Bank and Trust Co. · Quincy, MA · $10.47B18%
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $3.99B7%
- All other custodians$29.76B51%
Ownership and leadership
Capital Group International, Inc. owns 75% or more of Capital International.
- Owns 75% or more of Capital International, Inc.
Capital Group International, Inc.
Control person · since April 1988
- Owns 75% or more of Capital Group International, Inc.
Capital Research and Management Company
Control person · since July 2014
- Owns 75% or more of Capital Research and Management Company
The Capital Group Companies, Inc.
Control person · since February 1967
Leadership
- Noriko ChenDirector, President
- Ai Chun ChuaDirector, Senior Vice President & Senior Counsel
- Maria PathriaDirector, Vice Chair, Senior Vice President & Senior Counsel
- Matthew KnihtilaChief Compliance Officer
- Thomas CondonTreasurer
- Robert LovelaceDirector and Chair
- Steven WatsonDirector
Staff
- 254 employees
- 45 in advisory functions
Reported holdings
Capital International’s reported 13F holdings total $14.26B across 302 positions, and the ten largest make up 28.0% of it.
- $14.26B
- Reported 13F value
- 302
- Positions
- 28.0%
- In the 10 largest
- +10.0%
- Value vs. prior quarter
- Broadcom Inc.5.6%
- Microsoft Corp.3.5%
- KLA Corp.2.7%
- Nvidia Corporation2.6%
- Apple Inc.2.6%
- Astrazeneca PLC2.6%
- Philip Morris Intl Inc.2.5%
- Meta Platforms Inc. · CL A2.2%
- Alphabet Inc. · Cap Stk CL C1.9%
- ASML Hldg NV · N Y Registry Shs1.9%
Together, the ten largest are 28.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $14.26B is not its $58.21B in regulatory assets and does not represent any individual client's portfolio.
Fees
Capital International is paid through a percentage of assets under management and performance-based fees.
Capital International’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Capital International has 4 offices, with 1 listed address in 1 state.
California · 1 listed address
- 333 South Hope Street, Los AngelesHQ
Registration details
- Legal name
- Capital International, Inc.
- Headquarters
- 333 South Hope Street, Los Angeles, CA 90071-1406
- Phone
- 213-486-9200
- Website
- Not reported
- SEC file
- 801-32104
- Structure
- California corporation
- Fiscal year end
- June
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Capital International have?
Capital International has 116 clients and manages $58.2 billion for them, as of September 2026. They include 47 pension and profit-sharing plans, 26 pooled investment vehicles and 15 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Capital International offer?
Capital International provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Capital International use?
Capital International’s separately managed account assets are held at State Street Bank and Trust Co. (Quincy, MA), with $10,468,374,946, Jpmorgan Chase Bank, NA (New York, NY), with $8,436,990,311, The Northern Trust Company (Chicago, IL), with $5,556,913,992 and The Bank of New York Mellon (New York, NY), with $3,987,365,707. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Capital International have?
Capital International has 0 investment adviser representatives registered with state securities authorities, out of 254 employees, and 45 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Capital International invest in?
At the end of its last fiscal year, Capital International’s separately managed accounts held 45% exchange-traded equities, 33% investment grade corporate bonds, 8% U.S. government and agency bonds, 4% sovereign bonds, 3% derivatives, 3% pooled vehicles (private funds and similar), 3% cash and equivalents and 1% high-yield corporate bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Capital International?
Capital International is owned through a chain of holding companies by the Capital Group Companies, Inc. Its direct owner is Capital Group International, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Capital International get paid?
Capital International is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
